The challenges every PMC knows
Managing properties for others adds layers of complexity that landlord tools weren't built to handle.
Owners constantly asking for updates
You spend hours each week fielding calls and emails from owners asking about rent collection, maintenance status, and financial performance. They want transparency, but you don't have an easy way to provide it.
Trust accounting across multiple portfolios
Every owner's funds need to be tracked separately. Co-mingling is a compliance risk. Manual journal entries are error-prone, and reconciliation takes days instead of minutes.
Work order tracking and vendor management
Maintenance requests come in from tenants, but owners need to approve costs above a threshold. Coordinating between tenants, vendors, and owners across multiple properties is a logistical nightmare.
Distribution calculations and owner statements
Every month you're calculating management fees, deducting expenses, and figuring out what each owner is owed. Then you're generating statements in Word or Excel and emailing them one by one.
Owner Portal
Owners log in to see statements, distributions, and property details
Give every property owner their own branded portal. They can view monthly statements, track distributions, see property details, and review work order history — without calling you.
- Magic link login — no passwords for owners to forget
- Monthly financial statements automatically generated
- Distribution history and upcoming payments
- Property details and lease information
Trust Accounting
Automated journal entries, double-entry bookkeeping, fund segregation
Every rent payment, expense, and distribution is recorded in a proper double-entry ledger. Trust balances are calculated per owner automatically. Reconciliation that used to take days now takes minutes.
- Per-owner trust accounts with running balances
- Automated journal entries for rent and distributions
- Double-entry bookkeeping with full audit trail
- Trust reconciliation reports
Work Orders
Create, assign, track, and close work orders with owner approval
Turn maintenance requests into work orders. Assign vendors, track costs, and get owner approval before work begins. Full lifecycle management from draft to completion with automated notifications.
- Owner approval workflows with cost thresholds
- Vendor assignment and email notifications
- Cost tracking with invoice management
- Status tracking from draft to completion
Owner Distributions
Calculate and track distributions per property owner
Collect rent, deduct management fees and expenses, and calculate what each owner is owed — automatically. Track distribution history and ensure every dollar is accounted for.
- Automatic management fee deductions
- Per-owner distribution calculations
- Distribution history and reporting
- Fee tracking and reconciliation
Financial Statements
P&L, balance sheets, and custom reports per owner
Generate professional financial statements for each property owner with one click. Monthly P&L, balance sheets, and trust account summaries — all branded with your company logo.
- Per-owner profit and loss statements
- Trust account balance reports
- Automated monthly statement generation
- Professional branded PDF exports
PropertyCam
Professional inspections that protect you and your owners
PropertyCam replaces third-party inspection tools with a fully integrated system. Customizable room-by-room templates, 5-point condition ratings, GPS-stamped photos, and PDF reports — all linked to the property, lease, and tenant automatically.
- Customizable inspection templates for any property type
- Room-by-room workflow with 5-point condition scale
- Move-in/move-out comparison for deposit reconciliation
- Share inspection reports with owners via secure links
- Eliminate CompanyCam and other third-party photo tools
Why PMCs are switching to PortfolioX
Compared to Buildium, AppFolio, and other legacy platforms.
Starting at $149/mo vs $250+/mo for similar features
Get trust accounting, owner portals, and work orders at a fraction of the cost.
No per-unit pricing that punishes growth
Unlimited properties and tenants on the Property Management plan. Add properties without watching your bill climb.
Owner portal included, not an add-on
Other platforms charge extra for owner access. With PortfolioX, it's built in from day one.
Modern interface your team will actually use
Clean, intuitive design that doesn't require a week of training. Your team can be productive on day one.
Double-entry trust accounting built in
Not a bolt-on feature. Trust accounting is core to the platform with proper journal entries and audit trails.
PropertyCam replaces CompanyCam ($19/user/mo) — saving a 5-person team $1,140/year
GPS-stamped photos, room-by-room inspections, and PDF reports are built into PortfolioX. No separate photo documentation tool needed.
Built for property management companies
The Property Management plan includes everything a PMC needs. Enterprise is available for custom requirements.